CA
MS icon

Continuum Advisory’s Morgan Stanley MS Stock Holding History

Continuum Advisory’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$741K Sell
4,505
-88
-2% -$15.2K 0.07% 227
2025
Q4 		$815K Sell
4,593
-466
-9% -$77.7K 0.08% 208
2025
Q3 		$804K Buy
5,059
+840
+20% +$124K 0.09% 204
2025
Q2 		$594K Buy
4,219
+309
+8% +$38K 0.07% 238
2025
Q1 		$456K Buy
3,910
+272
+7% +$35K 0.06% 246
2024
Q4 		$457K Buy
3,638
+87
+2% +$10.7K 0.06% 248
2024
Q3 		$470K Buy
3,551
+390
+12% +$39.3K 0.06% 255
2024
Q2 		$307K Buy
3,161
+164
+5% +$15.6K 0.04% 303
2024
Q1 		$294K Sell
2,997
-1,534
-34% -$135K 0.04% 306
2023
Q4 		$423K Buy
4,531
+120
+3% +$9.6K 0.06% 309
2023
Q3 		$360K Buy
4,411
+221
+5% +$19.2K 0.06% 331
2023
Q2 		$358K Buy
4,190
+23
+0.6% +$1.97K 0.06% 336
2023
Q1 		$366K Buy
4,167
+458
+12% +$42.7K 0.06% 310
2022
Q4 		$315K Buy
3,709
+99
+3% +$8.44K 0.06% 340
2022
Q3 		$285K Buy
3,610
+303
+9% +$25.5K 0.05% 327
2022
Q2 		$252K Sell
3,307
-104
-3% -$8.52K 0.05% 358
2022
Q1 		$275K Buy
3,411
+666
+24% +$64.3K 0.05% 327
2021
Q4 		$269K Buy
2,745
+76
+3% +$7.57K 0.06% 258
2021
Q3 		$260K Buy
2,669
+41
+2% +$4.06K 0.07% 247
2021
Q2 		$241K Sell
2,628
-157
-6% -$13.5K 0.07% 238
2021
Q1 		$225K Buy
+2,785
New +$213K 0.09% 158

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Continuum Advisory's MS Position: Q1 2026 in Review

Continuum Advisory reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $15.2K and leaving 4,505 shares worth $741K. The position accounts for 0.07% of the portfolio, ranked #227.

Continuum Advisory first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $815K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Continuum Advisory held 4,505 shares of Morgan Stanley worth $741K as of Q1 2026.
  • Continuum Advisory sold 88 Morgan Stanley shares in Q1 2026, an estimated $15.2K.
  • Morgan Stanley made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #227 holding.
  • Continuum Advisory first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • Continuum Advisory's Morgan Stanley position peaked at $815K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.